The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 339,288,907 1,423,550 SH SOLE 1,423,550 0 0
ARAMARK COM 03852U106 135,077,072 2,373,938 SH SOLE 2,373,938 0 0
AZUL S A SPONSORED ADS 05501U601 16,683,948 1,855,834 SH SOLE 1,855,834 0 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 47,133,753 2,403,557 SH SOLE 2,403,557 0 0
BANCO MACRO S A SPON ADR B 05961W105 70,965,050 766,444 SH SOLE 766,444 0 0
BLOCK INC CL A 852234103 235,181,468 3,094,493 SH SOLE 3,094,493 0 0
CAPITAL ONE FINL CORP COM 14040H105 171,341,517 854,060 SH SOLE 854,060 0 0
CARIS LIFE SCIENCES INC COM 142152107 121,689,840 6,828,835 SH SOLE 6,828,835 0 0
CEMEX SA EURO MTN BE 144A SPON ADR NEW 151290889 302,922,228 25,243,519 SH SOLE 25,243,519 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 61,805,224 6,582,026 SH SOLE 6,582,026 0 0
COUPANG INC CL A 22266T109 72,245,373 4,159,204 SH SOLE 4,159,204 0 0
CSX CORP COM 126408103 121,299,554 2,552,063 SH SOLE 2,552,063 0 0
DOORDASH INC CL A 25809K105 337,687,501 1,829,987 SH SOLE 1,829,987 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 227,002,476 8,986,638 SH SOLE 8,986,638 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 75,780,000 3,000,000 SH Call SOLE 3,000,000 0 0
FLOWSERVE CORP COM 34354P105 196,836,955 2,654,220 SH SOLE 2,654,220 0 0
FLUTTER ENTMT PLC SHS G3643J108 87,278,825 854,251 SH SOLE 854,251 0 0
GOLAR LNG LTD NOTE 2.750%12/1 38046YAD3 28,396,500 25,000,000 PRN SOLE 25,000,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 320,041,679 84,891,692 SH SOLE 84,891,692 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 69,991,970 1,399,000 SH SOLE 1,399,000 0 0
ILLUMINA INC COM 452327109 151,602,384 862,210 SH SOLE 862,210 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 82,800,000 2,400,000 SH Call SOLE 2,400,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 155,348,859 1,994,977 SH SOLE 1,994,977 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 37,077,819 907,880 SH SOLE 907,880 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 12,946,881 1,130,732 SH SOLE 1,130,732 0 0
MATCH GROUP INC NEW COM 57667L107 41,753,673 1,097,337 SH SOLE 1,097,337 0 0
META PLATFORMS INC CL A 30303M102 214,281,712 380,411 SH SOLE 380,411 0 0
META PLATFORMS INC CL A 30303M102 740,726,350 1,315,000 SH Call SOLE 1,315,000 0 0
MICROSOFT CORP COM 594918104 43,767,556 117,333 SH SOLE 117,333 0 0
NATERA INC COM 632307104 70,037,357 258,012 SH SOLE 258,012 0 0
NEXTNAV INC COMMON STOCK 65345N106 55,539,612 3,114,953 SH SOLE 3,114,953 0 0
NEXTNAV INC COMMON STOCK 65345N106 67,575,700 3,790,000 SH Call SOLE 3,790,000 0 0
NUCOR CORP COM 670346105 55,560,978 249,432 SH SOLE 249,432 0 0
PAMPA ENERGIA SA SPONS ADR LVL I 697660207 22,275,381 271,221 SH SOLE 271,221 0 0
PG&E CORP COM 69331C108 341,000,606 20,273,520 SH SOLE 20,273,520 0 0
PG&E CORP COM 69331C108 529,830,000 31,500,000 SH Call SOLE 31,500,000 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 293,498,119 1,797,184 SH SOLE 1,797,184 0 0
RAMACO RES INC NOTE 11/0 75134PAB1 161,720 220,000 PRN SOLE 220,000 0 0
RAMBUS INC DEL COM 750917106 101,436,191 764,172 SH SOLE 764,172 0 0
RAMBUS INC DEL COM 750917106 46,459,000 350,000 SH Call SOLE 350,000 0 0
RTX CORPORATION COM 75513E101 282,962,373 1,491,395 SH SOLE 1,491,395 0 0
RUBRIK INC. CL A 781154109 149,019,268 1,856,244 SH SOLE 1,856,244 0 0
STEEL DYNAMICS INC COM 858119100 17,029,603 74,216 SH SOLE 74,216 0 0
STUBHUB HLDGS INC CL A 86384P109 128,181,326 9,959,699 SH SOLE 9,959,699 0 0
STUBHUB HLDGS INC CL A 86384P109 44,698 3,473 SH DFND 1 3,473 0 0
UNION PAC CORP COM 907818108 137,105,136 504,063 SH SOLE 504,063 0 0
UNITED AIRLS HLDGS INC COM 910047109 120,967,729 889,534 SH SOLE 889,534 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 601,057,596 916,400 SH Put SOLE 916,400 0 0
WABTEC COM 929740108 172,127,468 638,455 SH SOLE 638,455 0 0
WAYSTAR HLDG CORP COM 946784105 21,156,206 1,030,502 SH SOLE 1,030,502 0 0
WILLIAMS COS INC COM 969457100 92,097,521 1,238,869 SH SOLE 1,238,869 0 0